Bank Account and Routing Numbers for direct deposit.Proof of identification (Drivers License, Government issued Photo I.D.).Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration.
Birth dates for you, your spouse and any dependents on the tax return.Wage and earning statement(s) Form W-2, W-2G, 1099-MISC and 1099-R, from all employers and payers.Interest and dividend statements - Forms 1099-INT and 1099-DIV.
Social Security and Unemployment Compensation statements - Forms SSA-1099 and 1099-G.Information on Broker and Barter Exchange Transactions - Form 1099-B.Records of rental income and expenses, IRA contributions, and alimony paid or received.Mortgage Interest Statement - Form 1098; and records of the purchase or sale of your residence
Records of medical, eye care and dental expenses.Form 1095-A Health Insurance Market Place Statement.Receipts for cash and non-cash charitable contributions. A copy of last year’s Federal and State returns, if available.Total amount paid for a day care provider and the day care provider's tax identifying number - the provider's Social Security Number or Employer Identification Number.To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.